Appearance
Customer Invoices
Application: https://app.tracki.fi/invoices
Create and manage customer invoices based on tracked time and completed work.
Overview
The Customer Invoices page provides a comprehensive dashboard for creating and managing invoices for your customers. View available invoices, create new ones, and track invoice history all in one place.
Filters and Controls
| Filter | Description |
|---|---|
| Date Range | Select the billing period for invoices |
| Grouping | Group by Project or Customer |
| Status | Filter by invoice status |
| Search | Text search |
New Invoices Dashboard
The dashboard shows all available invoices that can be created based on tracked time.
Key Features
- Date Range Selection: Filter by specific billing period
- Grouping Options: Toggle between grouping by "Project" or "Customer"
- Summary Information: View total hours and amounts at the top
- Invoice List: Complete breakdown of available invoices
Invoice List Columns
| Column | Description |
|---|---|
| Customer | Customer name |
| Project | Project name or project count |
| User Status | Whether users have locked their hours |
| Total Hours | Sum of logged hours |
| Amount | Invoice amount (excl. VAT) |
| Amount + VAT | Total including VAT |
| Project Manager | Assigned project manager |
| Actions | Create invoice button |
Expandable Details
Click the expand arrow to view detailed breakdown:
- Individual user contributions
- Hours per user
- Unit prices
- Individual amounts
Status Indicators
| Indicator | Description |
|---|---|
| Green checkmark | All users have locked hours |
| Procountor icon | Customer linked to Procountor |
| Netvisor icon | Customer linked to Netvisor |
Creating Invoices
Steps to Create an Invoice
- Select the appropriate date range
- Choose grouping method (by project or customer)
- Click the + button for the invoice you want to create
- Review and edit invoice details in the form
- Add additional line items if needed
- Finalize and create the invoice
Invoice Creation Form
The form allows you to:
- Review pre-filled invoice details
- Edit invoice rows and amounts
- Add additional line items
- Set invoice date and due date
- Generate invoice reports
Integration Features
Procountor Integration
When enabled, invoices can be sent directly to Procountor:
- Customer must be linked to Procountor
- Contact person and email can be edited
- Payment terms configurable
Netvisor Integration
When enabled, invoices can be sent to Netvisor:
- Product mapping available
- Customer linking required
See Procountor Integration for setup details. See Netvisor Integration for setup details.
Best Practices
- Ensure all users have locked their hours before creating invoices
- Review totals for accuracy before finalizing
- Use project grouping for detailed invoices
- Use customer grouping for consolidated invoices